Financial Representative - Seeking Growth

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Pogue Region - Modern Woodmen of America

Posted 3 months ago

Full Time

Loveland, Colorado

Remote OK

Smart Summary

Responsibilities

As a Financial Representative, you will address members’ financial needs and demonstrate leadership in the community. The role may expand to include recruiting, training, and developing other financial representatives.

Qualifications

You are a team-spirited individual with a competitive nature and a strong desire to make a positive impact. You are willing to quickly obtain necessary state licensing, such as the SIE Certification and Life/Health License, and possess a genuine drive to achieve goals.

Must Have Skills for ATS

SIE Certification

Life/Health License

Job Description

Benefits:
  • Pension
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.
Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids
Check out the varying backgrounds of some of our local leaders:
Jim Ed Pogue is the Regional Director with Modern Woodmen, now based in Colorado after growing up in the Quad Cities. Known for his ability to enhance and improve every situation he’s part of, Jim Ed has steadily climbed the ranks within the organization to reach a top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally.
Jacob Plowman
is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years. Originally from California, Jacob moved to Colorado after college and brings energy and passion to his work in talent acquisition. Outside of the office, he enjoys skiing, hiking, and backpacking, and is passionate about connecting with others and helping new talent thrive within the organization.
Kallene Faris
is a Financial Representative based in Pueblo, Colorado, and is well known for her kindness and the strong support she offers to new representatives. A true advocate for the fraternal mission of Modern Woodmen who has been with them for 15 years, Kallene is highly engaged in her local community. She enjoys gardening, spending time with her family, and volunteering both in Pueblo and at her church.
Mandi Tracey
is a Managing Partner with Modern Woodmen and joined the team four months ago. She began her career in the casino industry before transitioning into the retirement sector and ultimately finding her passion in helping people improve their financial well-being. Mandi loves the outdoors, enjoys crafting, and often travels to explore new places.

About Modern Woodmen:Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Perks/Benefits:
  • Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. 
  • Exclusive training/development with experienced financial services professionals supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer,  etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. 
Required Active Financial Licenses:
  • SIE Certification or Willingness to Quickly Obtain
  • Life/Health License or Willingness to Quickly Obtain

Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.

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Pogue Region - Modern Woodmen of America

Owned and operated by members, we’re a fraternal benefit society that offers a unique blend of financial services, member benefits and community impact. Modern Woodmen exists to improve quality of life for our members and the hometown communities where they live, work and play. --- New to fraternals? As a fraternal benefit society, we’re a little different than other financial organizations. • We offer families financial security through life insurance, retirement planning and financial services. • We foster quality family life through member benefits and local fraternal activities. • We support community improvement through hometown volunteer projects that make an impact where our members live. We've been protecting families and helping communities since 1883. Our 1,000+ representatives currently serve nearly 700,000 members and their hometowns nationwide. Together, we make a local impact. It’s how we do business. --- Want to hear more? Check out our career opportunities and page updates to learn what we’re all about. --- Learn more about how we operate our social media pages at modernwoodmen.org/smterms. --- Forbes ranking information: https://www.modernwoodmen.org/forbes2025/
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